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Name Holding Trade Value Shares
Change
Change in
Stake
AW
1226
Apricus Wealth
South Carolina
$250K – – –
CA
1227
Claro Advisors
Massachusetts
$250K +$2.8K +37 +1%
RIG
1228
RiverFront Investment Group
Virginia
$249K +$226K +2,984 New
TTWM
1229
TCV Trust & Wealth Management
Virginia
$248K – – –
ONST
1230
Old North State Trust
North Carolina
$248K – – –
LNB
1231
Ledyard National Bank
$248K +$303 +4 +0.1%
WF
1232
Williams Financial
Vermont
$248K – – –
CWMA
1233
Capstone Wealth Management (Alabama)
Alabama
$247K +$224K +2,955 New
TCOTS
1234
Trust Company of the South
North Carolina
$247K -$5.91K -78 -3%
JF
1235
Jump Financial
Illinois
$246K -$2.68M -35,398 -92%
WRPWM
1236
Werba Rubin Papier Wealth Management
California
$245K -$51.2K -676 -19%
LP
1237
LMR Partners
United Kingdom
$244K +$221K +2,922 New
PB
1238
Pinnacle Bancorp
Nebraska
$244K – – –
FFN
1239
Focus Financial Network
Minnesota
$243K +$3.25K +43 +1%
JTWM
1240
Jackson Thornton Wealth Management
Alabama
$242K +$219K +2,895 New
SP
1241
Saranac Partners
$242K +$219K +2,890 New
PL
1242
Plancorp LLC
Missouri
$241K -$206K -2,727 -49%
NDSI
1243
Newman Dignan & Sheerar Inc
Rhode Island
$241K – – –
PCA
1244
Peddock Capital Advisors
Massachusetts
$241K – – –
HCM
1245
Howard Capital Management
Georgia
$241K +$218K +2,879 New
CGFA
1246
Colton Groome Financial Advisors
North Carolina
$240K +$76 +1 +0%
HP
1247
Holistic Planning
Texas
$240K +$217K +2,872 New
BWM
1248
Bullock Wealth Management
Indiana
$237K +$3.25K +43 +2%
OCM
1249
One Capital Management
California
$237K – – –
OFO
1250
OneAscent Family Office
Alabama
$237K +$215K +2,835 New